Meredith Rosen - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Meredith Rosen

Director of Client Experience

Meredith has over 15 years of experience in the investment management industry. She joined Bedell Frazier in 2004 and became a Partner of the firm in 2013. Shortly after joining the firm, Meredith gravitated toward working directly with clients. As an Advisor, she enjoys getting to know clients, their families and investment needs. She then works to design and implement a plan to meet those needs.

Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

In addition to managing portfolios, Meredith serves as Chief Compliance Officer of the firm. She enjoys staying current with industry regulations and policies.

She lives in Marin County with her husband Alan and their twins Roxanne and Rex.

  • “Next Gen Advisor to Watch” by Advisor Hub 2022
  • Board Member of the Financial Women of San Francisco
  • Board member and financial chair for the Marin Parents of Multiples Club

In addition to having a team of fiduciaries at the top of their game, we embrace the human element. Our clients are families and individuals with unique needs. We are all-in on the human element of investment management and financial planning.

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